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Financial and wealth advisor rankings.

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RIAs
Top 100 Retail RIAs of 2016
Oct 14, 2016
Methodology: WealthManagement.com’s “Top 100 Retail RIAs of 2016” ranking was assembled using...
The Top 30 Independent Broker/Dealers in 2016
Jul 08, 2016
Many industry rankings of independent broker/dealers focus on total advisor headcount. While that metric can shed light on the size, scale and recruiting prowess of a firm, the business is no longer simply about sheer manpower. Instead...
Top 100 Wirehouse Advisors in 2016
Top 100 Wirehouse Advisors in 2016
Apr 29, 2016
Methodology: Advisors on the WealthManagement magazine “Top 100 Wirehouse Advisors in 2016” list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of...
Top Women-Owned RIAs in 2016
Apr 28, 2016
Methodology: WealthManagement’s Top Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management. To land on the...
The Top CFP Holders Under 36
Feb 29, 2016
The industry continues to struggle to attract young, talented advisors, especially on the independent side. But the FAs here...
The Best of the Best 2015
Dec 27, 2015
Throughout the year, WealthManagement.com releases rankings of wirehouse and independent advisors, as well as develops ratings of the firms themselves. And unlike some competitors, we are as transparent as possible about our...
Top 10 RIAs of 2015
Nov 09, 2015
Methodology: WealthManagement.com's “Top 100 RIAs of 2015” ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management...
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The Top 100 RIAs of 2015
Nov 05, 2015
Methodology: WealthManagement.com's “Top 100 RIAs of 2015” ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management. To land on the list...
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